Latest Institutional Transactions on Capital Group Core Plus Income (CGCP)
This table provides information on the latest institutional transactions involving Capital Group Core Plus Income (CGCP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
51.9K+ 9.45% |
$1.16M - $1.19M
|
601K
$13.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.73K+ 36.03% |
$105K - $108K
|
17.8K
$404K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
838+ 7.48% |
$18.7K - $19.2K
|
12K
$273K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
17.2K+ 7.69% |
$383K - $395K
|
241K
$5.46M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 11.19% |
$24.5K - $25.2K
|
10.9K
$248K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
3.18K+ 18.22% |
$70.8K - $73K
|
20.6K
$467K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
642+ 0.09% |
$14.3K - $14.7K
|
742K
$16.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18.6K+ 5.17% |
$414K - $426K
|
378K
$8.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
110+ 0.97% |
$2.45K - $2.52K
|
11.4K
$258K
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-284- 2.64% |
$6.32K - $6.52K
|
10.5K
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
65.1K+ 20.29% |
$1.45M - $1.49M
|
386K
$8.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
11.8K+ 4.96% |
$262K - $270K
|
249K
$5.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
878+ 5.25% |
$19.6K - $20.2K
|
17.6K
$399K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
140K+ 35.68% |
$3.12M - $3.22M
|
533K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.48K+ 3.04% |
$32.9K - $33.9K
|
50K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
59.8KNew |
$1.33M - $1.37M
|
59.8K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
13.7K+ 13.81% |
$305K - $315K
|
113K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
62.5K+ 8.43% |
$1.39M - $1.43M
|
804K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-696K- 18.81% |
$15.5M - $16M
|
3.01M
$68.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.84K+ 34.39% |
$63.2K - $65.2K
|
11.1K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.2K- 3.19% |
$183K - $188K
|
248K
$5.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
66.9K+ 6.32% |
$1.49M - $1.53M
|
1.13M
$25.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
112K+ 23.33% |
$2.49M - $2.56M
|
590K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
24.1K+ 4.43% |
$537K - $553K
|
568K
$12.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
29.7K+ 8.32% |
$662K - $682K
|
387K
$8.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-613K- 72.88% |
$13.7M - $14.1M
|
228K
$5.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
271+ 1.21% |
$6.04K - $6.22K
|
22.6K
$511K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
21.7K+ 12.46% |
$482K - $497K
|
195K
$4.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.35K+ 3.42% |
$96.9K - $99.8K
|
131K
$2.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
33.1K+ 2.54% |
$738K - $760K
|
1.34M
$30.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
41.7K+ 5.22% |
$930K - $958K
|
841K
$19.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
16.2K+ 6.25% |
$360K - $371K
|
275K
$6.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.07M+ 1078.86% |
$46M - $47.5M
|
2.26M
$51.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
250K+ 15.27% |
$5.57M - $5.74M
|
1.89M
$42.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.9K+ 56.36% |
$243K - $251K
|
30.3K
$687K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.1K+ 25.23% |
$246K - $254K
|
54.9K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.64K- 15.4% |
$36.5K - $37.6K
|
9K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.61K- 7.93% |
$35.9K - $37K
|
18.7K
$425K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
10.5K+ 67.84% |
$234K - $241K
|
26K
$589K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.77K+ 8.54% |
$84K - $86.6K
|
48K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.05K- 19.51% |
$90.1K - $92.9K
|
16.7K
$378K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-11.7K- 79.31% |
$261K - $269K
|
3.06K
$69.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-16.5K- 37.04% |
$367K - $378K
|
28K
$634K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
77.8K+ 10.4% |
$1.73M - $1.79M
|
826K
$18.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
8.5K+ 74.3% |
$189K - $195K
|
19.9K
$452K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65.7K+ 328.2% |
$1.46M - $1.51M
|
85.7K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.61K+ 4.05% |
$35.9K - $37K
|
41.4K
$939K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
21.8K+ 12.77% |
$485K - $499K
|
192K
$4.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
335New |
$7.46K - $7.69K
|
335
$7.59K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.8K- 19.22% |
$418K - $431K
|
79K
$1.79M
|
|